Loring Wolcott & Coolidge Fiduciary Advisors’s Chubb CB Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio CB Stock Details CB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.25M	Sell	12,480 -72	-0.6%	-$23.5K	0.04%	97
2026 Q1	$4.12M	Hold	12,552	–	–	0.04%	91
2025 Q4	$3.78M	Hold	12,552	–	–	0.03%	96
2025 Q3	$3.55M	Buy	12,552 +3,590	+40%	+$988K	0.03%	97
2025 Q2	$2.6M	Buy	8,962 +872	+11%	+$251K	0.02%	116
2025 Q1	$2.3M	Buy	8,090 +103	+1%	+$28.6K	0.02%	121
2024 Q4	$2.21M	Hold	7,987	–	–	0.02%	130
2024 Q3	$2.35M	Buy	7,987 +717	+10%	+$197K	0.02%	129
2024 Q2	$1.9M	Hold	7,270	–	–	0.02%	121
2024 Q1	$1.83M	Hold	7,270	–	–	0.02%	120
2023 Q4	$1.78M	Hold	7,270	–	–	0.02%	122
2023 Q3	$1.59M	Sell	7,270 -141	-2%	-$28.5K	0.02%	123
2023 Q2	$1.43M	Buy	7,411 +116	+2%	+$22.7K	0.02%	132
2023 Q1	$1.42M	Hold	7,295	–	–	0.02%	131
2022 Q4	$1.61M	Sell	7,295 -3	-0%	-$624	0.02%	120
2022 Q3	$1.33M	Hold	7,298	–	–	0.02%	134
2022 Q2	$1.44M	Sell	7,298 -72	-1%	-$14.8K	0.02%	135
2022 Q1	$1.58M	Buy	7,370 +344	+5%	+$69.9K	0.02%	135
2021 Q4	$1.36M	Sell	7,026 -671	-9%	-$126K	0.01%	149
2021 Q3	$1.33M	Sell	7,697 -525	-6%	-$92K	0.01%	145
2021 Q2	$1.31M	Sell	8,222 -91	-1%	-$15.1K	0.01%	154
2021 Q1	$1.31M	Sell	8,313 -484	-6%	-$78K	0.01%	145
2020 Q4	$1.35M	Buy	8,797 +1,160	+15%	+$163K	0.02%	137
2020 Q3	$887K	Buy	7,637 +1,973	+35%	+$248K	0.01%	150
2020 Q2	$717K	Buy	5,664 +27	+0.5%	+$3.13K	0.01%	153
2020 Q1	$630K	Sell	5,637 -195	-3%	-$28K	0.01%	159
2019 Q4	$908K	Sell	5,832 -1,453	-20%	-$222K	0.01%	162
2019 Q3	$1.18M	Buy	7,285 +2,397	+49%	+$371K	0.02%	143
2019 Q2	$720K	Sell	4,888 -2,578	-35%	-$372K	0.01%	174
2019 Q1	$1.05M	Sell	7,466 -860	-10%	-$114K	0.02%	151
2018 Q4	$1.08M	Sell	8,326 -9,136	-52%	-$1.18M	0.02%	142
2018 Q3	$2.33M	Sell	17,462 -1,519	-8%	-$205K	0.04%	116
2018 Q2	$2.41M	Sell	18,981 -84	-0.4%	-$11.2K	0.04%	110
2018 Q1	$2.61M	Hold	19,065	–	–	0.05%	114
2017 Q4	$2.79M	Hold	19,065	–	–	0.05%	110
2017 Q3	$2.72M	Buy	19,065 +288	+2%	+$41.7K	0.05%	109
2017 Q2	$2.75M	Sell	18,777 -120	-0.6%	-$16.9K	0.05%	105
2017 Q1	$2.58M	Hold	18,897	–	–	0.05%	110
2016 Q4	$2.5M	Buy	18,897 +1,664	+10%	+$212K	0.06%	111
2016 Q3	$2.17M	Buy	+17,233	New	+$2.19M	0.05%	114
2016 Q1	–	Sell	-13,735	Closed	-$1.6M	–	617
2015 Q4	$1.6M	Buy	13,735 +5,685	+71%	+$643K	0.04%	123
2015 Q3	$819K	Hold	8,050	–	–	0.02%	165
2015 Q2	$819K	Hold	8,050	–	–	0.02%	165
2015 Q1	$897K	Hold	8,050	–	–	0.02%	164
2014 Q4	$925K	Hold	8,050	–	–	0.02%	159
2014 Q3	$844K	Hold	8,050	–	–	0.02%	155
2014 Q2	$835K	Hold	8,050	–	–	0.02%	155
2014 Q1	$797K	Hold	8,050	–	–	0.02%	158
2013 Q4	$833K	Hold	8,050	–	–	0.02%	158
2013 Q3	$753K	Hold	8,050	–	–	0.02%	158
2013 Q2	$720K	Buy	+8,050	New	+$721K	0.02%	166

Other funds holding CB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CB Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Chubb (CB) stake by 0.57% in Q2 2026, selling an estimated $23.5K and leaving 12,480 shares worth $4.25M. The position accounts for 0.04% of the portfolio, ranked #97.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CB in Q2 2013 and has held it in 51 quarters since. 1,328 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 12,480 shares of Chubb worth $4.25M as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors sold 72 Chubb shares in Q2 2026, an estimated $23.5K.
Chubb made up 0.04% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #97 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Chubb in Q2 2013 and has held it in 51 quarters since.
1,328 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.